Anthropic books an $80 billion paper loss ahead of its IPO, while OpenAI's models land on rival Google Cloud. Plus Stripe's agentic payments go vertical, Tenex's AI-native engineering team, a programmer's obituary for the craft, Stratechery on Netflix's franchise problem, SF Compute's GPU markets, Derek Thompson and Ethan Mollick on AI's confusing economy, NYC schools weigh mergers, and a wildcard: corals healed by a neighbor's touch.

Quartz · Oct 21

Draft IPO prospectus shows Anthropic's net loss widened to $80.7 billion in H1 2026, mostly a non-cash accounting charge.

The Next Web · Oct 21

OpenAI's frontier models and Codex coding agent are rolling out in private preview on Google Cloud's Model Garden.

The Decoder · Oct 19

Stripe reports a 38-fold rise in AI-agent purchases via its Link wallet in September, without disclosing totals.

Latent Space · Oct 21

Podcast interview on how startup Tenex pays engineers for AI-agent-driven outcomes instead of hours worked.

Jeremy Scheff · Oct 19

A game developer reflects on losing the puzzle-solving joy of hand-writing code as AI coding agents take over.

Ben Thompson, Stratechery · Oct 21

Weekly column examines whether Netflix's Q3 results and new Disney licensing deal signal a business or a franchise.

Latent Space · Oct 20

Podcast interview on SF Compute's GPU markets and why standardized AI-compute contracts remain far off.

Derek Thompson · Oct 20

Interview with Ethan Mollick on why forecasters keep misjudging both AI's capabilities and its real-world economic impact.

Bloomberg · Oct 21

New York City schools are considering merging sites as enrollment is projected to keep falling.